Purchases and Sales Made in Q1 2024 in Jpmorgan Chase & CO (JPM)
This table provides information about the institutional ownership of Jpmorgan Chase & CO (JPM) during Q1 2024. The information is specifically focused on institutions that hold shares of JPMORGAN CHASE & CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 19, 2025
Q1 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
34+ 1.14% |
$5.68K - $6.81K
|
3.02K
$942K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
33+ 5.98% |
$5.51K - $6.61K
|
585
$182K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
32+ 0.12% |
$5.35K - $6.41K
|
25.9K
$8.06M
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32+ 0.2% |
$5.35K - $6.41K
|
16.2K
$5.06M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
32+ 2.55% |
$5.35K - $6.41K
|
1.29K
$401K
|
|
|
May 14, 2024
Q1 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
32+ 1.52% |
$5.35K - $6.41K
|
2.14K
$666K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
BUY
|
- |
31+ 0.39% |
$5.18K - $6.21K
|
8K
$2.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
31+ 0.47% |
$5.18K - $6.21K
|
6.57K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
BUY
|
- |
31+ 0.15% |
$5.18K - $6.21K
|
20.7K
$6.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
30+ 0.55% |
$5.01K - $6.01K
|
5.46K
$1.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
BUY
|
- |
30+ 0.57% |
$5.01K - $6.01K
|
5.26K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
30+ 0.19% |
$5.01K - $6.01K
|
15.7K
$4.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
30+ 0.1% |
$5.01K - $6.01K
|
31.4K
$9.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
30+ 2.01% |
$5.01K - $6.01K
|
1.52K
$474K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
30+ 0.39% |
$5.01K - $6.01K
|
7.78K
$2.42M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
29+ 6.62% |
$4.85K - $5.81K
|
467
$146K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
29+ 0.03% |
$4.85K - $5.81K
|
111K
$34.6M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
29+ 0.33% |
$4.85K - $5.81K
|
8.91K
$2.78M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
29+ 1.7% |
$4.85K - $5.81K
|
1.74K
$541K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
28+ 0.54% |
$4.68K - $5.61K
|
5.21K
$1.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
BUY
|
- |
28+ 0.61% |
$4.68K - $5.61K
|
4.6K
$1.43M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
28+ 0.27% |
$4.68K - $5.61K
|
10.6K
$3.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
27+ 0.28% |
$4.51K - $5.41K
|
9.69K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
27+ 0.09% |
$4.51K - $5.41K
|
29K
$9.05M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
27+ 2.44% |
$4.51K - $5.41K
|
1.13K
$353K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
27+ 0.49% |
$4.51K - $5.41K
|
5.51K
$1.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
26+ 0.57% |
$4.34K - $5.21K
|
4.57K
$1.43M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
26+ 0.1% |
$4.34K - $5.21K
|
26.4K
$8.23M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
26+ 0.11% |
$4.34K - $5.21K
|
24.2K
$7.54M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
26+ 0.49% |
$4.34K - $5.21K
|
5.31K
$1.66M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
26New |
$4.34K - $5.21K
|
26
$8.11K
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
25+ 1.68% |
$4.18K - $5.01K
|
1.51K
$471K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
25+ 0.76% |
$4.18K - $5.01K
|
3.31K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 0.85% |
$4.18K - $5.01K
|
2.98K
$928K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
25+ 1.46% |
$4.18K - $5.01K
|
1.74K
$542K
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
BUY
|
- |
24+ 0.62% |
$4.01K - $4.81K
|
3.92K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
23+ 1.8% |
$3.84K - $4.61K
|
1.3K
$406K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$3.84K - $4.61K
|
58K
$18.1M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
23+ 0.57% |
$3.84K - $4.61K
|
4.05K
$1.26M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
22+ 0.32% |
$3.68K - $4.41K
|
6.81K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22+ 1.03% |
$3.68K - $4.41K
|
2.15K
$670K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
22+ 0.1% |
$3.68K - $4.41K
|
21K
$6.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
21+ 0.2% |
$3.51K - $4.21K
|
10.6K
$3.29M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
21+ 0.22% |
$3.51K - $4.21K
|
9.43K
$2.94M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
21+ 0.64% |
$3.51K - $4.21K
|
3.3K
$1.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
20+ 0.38% |
$3.34K - $4.01K
|
5.3K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Sander Capital Advisors Inc
Seattle, WA |
BUY
|
- |
20+ 2.56% |
$3.34K - $4.01K
|
800
$249K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
20+ 1.68% |
$3.34K - $4.01K
|
1.21K
$376K
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
20+ 0.64% |
$3.34K - $4.01K
|
3.14K
$979K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
20+ 0.54% |
$3.34K - $4.01K
|
3.7K
$1.15M
|